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David Hunter

@Horizons Wealth Management

Latest period2024 - Q4ReportedManaged Assets$131.155MTotal holdings168
Assets growth rate0.73%Assets growth rate (2-Q avg)1.86%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Horizons Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Horizons Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 131.155M in assets, with a quarterly growth rate of 0.73% and a 2-quarter average growth rate of 1.86%. The portfolio is managed by David Hunter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CRHCrh Plc Ord
Recent Activity
New Position
0.36%
$462,600
5,000 shares@ $92.52 avg price
ANETArista Networks Inc Com Shs
Recent Activity
New Position
0.07%
$88,424
800 shares@ $110.53 avg price
BSJTInvesco Bulletshares 2029 High Yield Corporate Bond Etf
Recent Activity
New Position
0.04%
$39,750
1,858 shares@ $21.4 avg price
IBTIIshares Ibonds Dec 2028 Term Treasury Etf
Recent Activity
New Position
0.02%
$23,086
1,054 shares@ $21.91 avg price